Settings and activity
2 results found
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527 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Marc Banyard
supported this idea
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51 votes
We appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.
Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.
An error occurred while saving the comment Marc Banyard
supported this idea
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We also need the ability to be able to send emails from our Microsoft 365 accounts rather than the Xero email address.
This has been requested multiple times by numerous people, but the consumers seem to be getting ignored for very basic feature requests which are critical to security and reputation for our companies with our clients.
We are looking to automate as much as possible, which Xero seems great at, but there are a few very simple things lacking which is such a shame as it is letting the product down so much.